#156 - Career Pivots And Clear Thinking with Jacob Tally
You can feel stuck in a successful career and still know it's not the life you want.
In this episode, we talk with Jacob Tally of Prospero Wealth about what it actually looks like to pivot later, especially after years in high-intensity environments like startups, corporate finance rotations, and big-name financial services.
Jacob shares the practical side of making the move: deciding between going solo or joining an independent RIA, why fee-only planning mattered to him, and how he evaluated firm fit before jumping.
We also get into planning for tech and startup employees, where equity…
The skinny
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